Job Description
Position: Senior Associate, Capital Markets
Department: Capital Markets
Reports To: Executive Vice President
Office Location: Corporate Office, Midtown Manhattan
Office Status: In-Office
Job Summary:
A boutique private bank is seeking a versatile candidate with strong analytical and communication skills to assume a multi-faceted role within a growing organization. The candidate is expected to complete projects with minimal amount of supervision and adapt to changing assignments and responsibilities. The candidate will be part of a team with responsibility over nationwide footprint expansion, private banking product development, and analysis of proprietary investment opportunities.
Job Specific Responsibilities and Duties:
- Support the firm's nationwide expansion plans including launch of offices in new markets, monitor existing offices and financial modeling.
- Assist in development and marketing of private offering opportunities to the growing HNW and UHNW client base.
- Analyze and monitor proprietary investment opportunities.
- Write comprehensive analytical reports.
- Perform related support functions.
Basic Responsibilities:
- Comply with company policies, practices and procedures
- Attend meetings and prepare follow-up as needed
- Set goals, prioritize and execute duties of the position
- Manage documents, files and electronic information in an organized, efficient and secure manner
- Represent company as a professional in appearance and manner
- Communicate written and oral communication at the highest level of professionalism and integrity
- Complete company required training courses as assigned
Basic Requirements:
- 4+ years experience.
- Excellent understanding of equity, alternative investing and financial markets.
- Strong understanding of financial statements and financial modeling.
- Ability to review legal agreements.
- Strong written and verbal communication skills.
The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Savings Bank and its Subsidiaries. Emigrant Savings Bank and its Subsidiaries retains and reserves any and all rights to change, modify , amend, add to or delete from any section of this document as it deems, in its judgment, to be proper.